All DTAG articles – Page 3
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Strategy & ChangeDeutsche Telekom: Capital Markets Day
Capital Markets Day presentations show Group continuing to flourish thanks to big, correct calls over last decade. Group seeks to boost T-Share perceptions and better align itself with T-Mobile US’ rising valuation. Leadership puts money where its mouth is with bulk share buyup following ambitious mid-term strategy update. Höttges ...
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OperationsISS on track to resolve DT deal setbacks
DT’s FM partner incurred one-off costs in 2020. CEO confident that DT contract will be “moving towards breakeven” in 2022. ISS shedding subsidiaries as part of new OneISS strategy. Former DT procurement chief joins ISS as head of German division.
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Digital ReportsDeutsche Telekomwatch Report #100 – December 2020
Key stories include: Beefed-up DT nears €100bn sales mark | Orange CEO floats TowerCo meld | German full-fibre timetable tweaked | T-Sec CEO Fetten lays out strategy | T-Systems’ GAIA-X play taking shape
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PremiumGuidance: beefed-up DT puts on a show
Up-sized Group uprates earnings again. America providing the main grunt, but Europe also chipping in. Stakeholders still queasy around cash generation, despite Group’s rude health at EBITDA level.
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Digital ReportsDeutsche Telekomwatch Report #99 – November 2020
Key stories include: BuyIn on manoeuvres for new normal | HAPS tie-up locked for take-off | DT takes a grip as TIP reorganises | IoT becomes Germany-driven | Samsung gets an in at NetWorkS!
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Digital ReportsDeutsche Telekomwatch Report #98 – October 2020
Key stories include: Huawei future clouded in Germany | New R&D boss hints at priorities | O2 deal boosts DT’s fibre thrift | Bring on 2024: Euro plans scoped | Austria rises above 5G airwave mess
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Strategy & ChangeTelefónica gives OOPT some oomph in latest TIP update
Group closely involved in new OOPT transport initiatives, including OpenBNG and MUST. Telefónica champions Solution Groups, which aligns with Blanco’s focus on “end-to-end” virtualised architectures. Vodafone leads way, however, in sourcing ‘open’ radio hardware suppliers.
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Digital ReportsDeutsche Telekomwatch Report #97 – September 2020
Key stories include: DT flexes EU muscles after swallowing Sprint | Choi lays out softwarisation vision | Gopalan’s German do’s and don’ts detailed | New Europe boss revealed; stability in mind | T-Sys revamps Digital unit; more changes afoot
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Digital ReportsDeutsche Telekomwatch Report #96 – August 2020
Key stories include: Höttges handed keys for Daimler | Innovation Pool filling up, post-COVID | New Global Solutions unit spreads wings | 5G hits roll out barriers in Austria | T-Mobile US goes standalone on 5G
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Digital ReportsDeutsche Telekomwatch Report #95 – July 2020
Key stories include: TIP taps another security startup | IoT unit cranks up the machine | New fibre platform in trials | Gopalan promoted to lead DE | Dish deal gives TMUS a boost
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PremiumDT aggressive in 5G auction, despite legal uncertainty
DT takes dominant position in early stages of bidding. Drillisch makes strong play for 2GHz frequencies; looks forward to national 5G roaming agreements with MNOs. Legal controversy still casts long shadow over Germany’s 5G ambition.
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PremiumDT puts T-Mobile mark reset on pause
Move might hint at a broader refresh of Group–US links.
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Strategy & ChangeHöttges back in Budapest
CEO’s second recent trip to capital raises questions. Speculation of Hungarian sale talks adds to intrigue.
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PremiumT-Mobile Austria trumpets ‘pioneer’ role for 5G
First of half-dozen 5G target markets in Europe goes live. Only a taster of the 5G schnitzel, though.
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